Anticipating the transfer of a business: asset analysis based on a concrete case

On the occasion of a case study presented on Finary's YouTube channel, François Cellard, partner lawyer, intervenes alongside Mounir Laggoun and Corentin Hué, managers of Finary and Finary One, to analyze the asset issues related to the sale of a company by a manager.

The asset challenges of a business transfer

Through this concrete case, they review the pre-sale transactions that may be put in place in order to anticipate the sale and optimize its civil, fiscal and asset consequences; donation before transfer, contribution-transfer, post-transfer asset structuring, post-sale asset structuring and integration of the family into the global strategy.

This exchange illustrates the importance of rigorous foresight and close coordination between notary, lawyer and asset advisor, in order to secure the transfer and to make the transfer part of a long-term vision.

‍

‍